Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

May 2, 2020

Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions.

(12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits.

(16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea.  (See Q&A #2013 to listen to our CPA Bob’s input on this one!)

(38:44) A fellow Coloradoan asks some questions about annuity commissions.

(1:00:09) A listener asks about the impact of the SECURE Act on existing annuities.

(1:05:55) A Kentucky listener asks some CARES Act questions in regards to withdrawing from his traditional IRA.

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.